Invoicing features

Charge-by-form master template

If you're charging on a "per form" basis, fill in the amounts you will be charging for each form, and the information will transfer to the invoices of all new and imported returns. State charge-by-form template included.

Billing invoice template

Use this template to customize your invoice. Your standard fees and other information can be entered so that it will automatically transfer to all new and imported returns.

Instruction letter template

Letters provide your clients with instructions and other information they need to complete or file their return.